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Wells Fargo
WFC

Overview Fund Activity

1,884 hedge funds and large institutions have $165B invested in Wells Fargo in 2016 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 763 increasing their positions, 820 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,884
Holders Change
-7
Holders Change %
-0.37%
% of All Funds
50.35%
Holding in Top 10
198
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.41%
% of All Funds
5.29%
New
127
Increased
763
Reduced
820
Closed
114
Calls
$1.54B
Puts
$2.34B
Net Calls
-$798M
Net Calls Change
-$424M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$440M
2
Morgan Stanley
Morgan Stanley
New York
+$334M
3
State Street
State Street
Massachusetts
+$325M
4
Parnassus Investments
Parnassus Investments
California
+$252M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$244M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.07B
2
Bank of America
Bank of America
North Carolina
-$344M
3
Lazard Asset Management
Lazard Asset Management
New York
-$273M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$207M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIM
1276
Nexus Investment Management
Ontario, Canada
$1.19M -$149K -3,375 -11%
MMPW
1277
Mitchell McLeod Pugh & Williams
Alabama
$1.19M -$6.15K -139 -0.5%
MAA
1278
Mraz Amerine & Associates
California
$1.19M -$8.37K -189 -0.7%
MC
1279
Miles Capital
Iowa
$1.19M +$11.9K +268 +1%
HB
1280
Homrich & Berg
Georgia
$1.19M +$248K +5,589 +26%
PWM
1281
Perigon Wealth Management
California
$1.18M -$525K -11,852 -31%
EHWM
1282
Eads & Heald Wealth Management
Georgia
$1.18M -$18.2K -412 -2%
PWW
1283
Pettyjohn Wood & White
Virginia
$1.17M -$1.44M -32,571 -55%
LS
1284
Livforsakringsbolaget Skandia
Sweden
$1.16M -$34.5M -541,940 -97%
OA
1285
Oxbow Advisors
Texas
$1.16M -$163K -3,676 -12%
LIM
1286
Loudon Investment Management
New Hampshire
$1.16M +$2.3K +52 +0.2%
BSW
1287
Buckingham Strategic Wealth
Missouri
$1.16M +$13.3K +301 +1%
BCM
1288
BlueMar Capital Management
Florida
$1.15M -$3.78M -85,400 -77%
OIM
1289
Orca Investment Management
Oregon
$1.15M – – –
GC
1290
Garde Capital
Washington
$1.14M +$875K +17,044 +328%
RWA
1291
River Wealth Advisors
Pennsylvania
$1.14M -$92.8K -2,095 -8%
BHBT
1292
Burke & Herbert Bank & Trust
Virginia
$1.13M -$126K -2,844 -10%
BEC
1293
Blue Edge Capital
Virginia
$1.13M -$18.4K -415 -2%
FIB
1294
First Interstate Bank
Montana
$1.13M -$69.5K -1,569 -6%
LBC
1295
Lawrence B. Cohen
$1.12M +$276K +6,240 +33%
AIIMS
1296
Analyst IMS Investment Management Services
Israel
$1.12M +$26.1K +589 +2%
ACS
1297
Archford Capital Strategies
Illinois
$1.12M +$144K +3,264 +15%
Lido Advisors
1298
Lido Advisors
California
$1.12M -$219K -4,949 -16%
DBIA
1299
Dumont & Blake Investment Advisors
New Jersey
$1.12M +$6.06K +137 +0.5%
CPIM
1300
Columbia Partners Investment Management
Virginia
$1.11M +$1.11M +25,177 New
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52
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